Category promotion

Published August 29, 2023
Modules
Difficulty

By focusing on specific product categories, you can curate promotions that resonate with your customers’ unique needs. Unlock the ability to connect with your customers during special occasions that matter most to them. Whether it’s the back-to-school rush, festive holidays, or the start of barbecue season, category promotions allow you to deliver precisely timed offers that align with your audience’s interests. Elevate your business promotional strategy with Synerise and harness the power of precision marketing to elevate customer engagement and enhance conversion rates.

In this use case, you will create a back-to-school promotion for electronics category, valid only once per customer.

Prerequisites


Click here to see how to build the filter

  1. Go to Data Management > Catalogs.

  2. On the list find the catalog in which you want to create the filter.

  3. On the right side of the screen, click

    Clicking the filter icon

  4. Click Define.

  5. On the pop-up, define the conditions by clicking Choose filter. The list contains all parameters from the product feed.

    The view of filter configuration for category
    Filter configuration for category
  6. Name and save the filter by clicking Save filter.

Create a promotion


Create a promotion for one specific category using the catalog filter created as part of the prerequisites. The promotion gives a 15% discount for items from the specified category and is valid only once per customer.

  1. Go to Image presents the Communication icon Communication > Promotions > Add Promotion.

  2. Enter a name for the promotion.

  3. Select the For selected items type of promotion.

  4. In the Audience section, choose Everyone.

  5. In the Content section:

    1. Define the name, descriptions, thumbnail and image of the promotion.
    2. Optionally, you can add tags to the promotion and JSON code with advanced parameters.
    3. Confirm the settings by clicking Apply.
    The view of Content configuration
    Content configuration
  6. In the Type and limits section:

    1. In Type section, leave the selection at default (General).
    2. In the Priority field, enter a number that defines the priority for the promotion.
      Note: Priority defines the order of display in the customer’s view. 1 is the highest priority. If two or more promotions applicable to a customer have the same priority, the order of display is determined by the date of creation. The one that was created earlier takes the priority over the other promotion.
    3. Select the Single tab (default).
    4. In the Limit per profile field, type 1.
    5. From the Discount type dropdown list, select Percentage.
    6. From the Discount mode dropdown list, select Static.
    7. In the Value field, type 15.
    8. Confirm the settings by clicking Apply.
    The view of Type and limits configuration
    Type and limits configuration
  7. In the Schedule section, specify the time, when you want to display your promotion according to your business needs.

  8. In the Items section:

    1. From the Source catalog dropdown list, select a catalog of items.
    2. In the Include items section, choose Filtered items.
    3. From the Select filter dropdown list, select the filter created as a part of the prerequisites.
    The view of Type and limits configuration
    Type and limits configuration
  9. To apply configuration and run the promotion, click Publish.

Check the use case set up on the Synerise Demo workspace


You can check the promotion configuration directly in Synerise Demo workspace.

If you don’t have access to the Synerise Demo workspace, please leave your contact details in this form, and our representative will contact you shortly.

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